Key Takeaways: You can define what your family stands for and cares about—or you can allow the world to do it. When families are clear and intentional about their values, they can potentially become more…

Key Takeaways: Earn-outs can help sellers and buyers make a deal when they don’t agree on a firm’s value. Details around post-sale control of the company and around timing of the earn-out are major issues…

Key Takeaways: Making New Year’s resolutions, and then soon falling short on them, is a very human practice. (One that dates back millennia, in fact.) The human brain craves habit—and making new, healthier habits is…

Key Takeaways: Compliments and recognition—from you to your team, and from team members to each other—are more powerful than most people think. Having serious, meaningful conversations with your people can boost mutual trust and happiness…

Key Takeaways: An exit plan should be closely examined to see whether it’s on track. How confident are you that you’re protected from frivolous lawsuits? Retirement plans can have multiple goals for business owners. As…

Key Takeaways: Financial criminals have their sights set on the affluent. Their methods include email phishing, fraudulent investments, tax scams and beyond. Some of the best moves you can make to shut them down involve…

Key Takeaways: A focus on results—not the solutions to get the results—is important. Top professionals focus on their best skills and outsource the rest. Connecting with others and building productive relationships can produce superior outcomes.…

Key Takeaways: How you define success may depend on your age, your gender and your level of wealth. As their net worth increases, people are more likely to define a life of significance as one…

Key Takeaways: Constructive empathy involves “stepping into the shoes” of another person, for the purpose of creating an agreement or deal. It’s crucial that you be highly attentive to the other person’s comments during a…

Key Takeaways: Financial buyers are solely interested in getting a financial return by purchasing a company. Strategic buyers care a great deal about generating synergies by combining two or more businesses. Weigh your goals—including the…